4790 results found
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New invoicing - Increase size of item code display
The item code on the New invoicing shows much smaller that it was on the Classic Invoicing. Example attached shows how much harder it is to read. Can this be enlarged?
2 votes -
Customer Batch Clearing - Auto Fill Reference Field
The Contact Financial Details Reference field used to be populated with the last reference entered for a customer in the Customer Invoice Batch Clearing reference field. I have many customers paying by ACH or Zelle and have the same reference information each week. For my customers that I have had for a long time the reference field is copied from the Contact Financial Details Reference. But for any new Customers this functionality does not work and the field is blank in Batch Clearing. So I have to enter the reference for each blank line on the batch. Please add the…
1 vote -
Bank Reconciliation - Files preview for transactions in Find & Match
When reconciling, it would be helpful to see if an attachment has been added, and to preview that attachment if so, rather than having to open the bill and then click on the attachment, then causing to lose the info on the reconciliation page.
1 vote -
Batch payment - Attach files
To attach proof/evidence of multi receipts/payments when that batch is a mix of invoice and also pre/overpayment, credit. We can attach to a single type of action, but not mixed. Keeps things tidy and also much quicker to see what exactly was in a batch, than to go back to a physical document holder
1 vote -
Bills - View PDF without downloading
It would be massively helpful to be able to preview the PDF invoice instead of having to click on and download it each time. If you could preview it alongside where you are inputting data on a Purchase invoice that you have sent to Xero by email - then you can check details side by side rather than having to print out the paper versions. Would be much more efficient
4 votes -
New invoicing - Invoice number changing
more of a fault - when creating a sales invoice and editing the invoice number - it keeps going back to a system default invoice number, even when that has been deleted/erased.
3 votesAppreciate you sharing here, Mike. Keen to get a bit more detail on the actions that are occurring for you here. When you say you remove the invoice number and it's changing - Are you trying to save the invoice with another number that you're entered or would you be trying to save this blank?
If not already I'd recommend raising a case with our Xero Support team of specialists to take a closer look at why this may be changing for you.
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Invoicing: Copying from Excel to create an invoice, Journal etc
I have worked with an accounting system that allows many rows e.g. description, Qty, Price, Account and Tax rate to be copied from Excel (at a go) and pasted to create an invoice, Journal etc. This saves a lot of time.
Can you please look into activating such function. Thanks1 vote -
Invoicing - Show attachment option at the top of the page
The button to view attachments was at the top of the page in classic invoicing but is at the bottom in new invoicing. Our sales transactions are imported from our point of sales software via API. Every sales invoice has an attachment and we now have to pointlessly scroll down to the bottom of every invoice before we can view the underlying report. Please put the attachment button back in an accessible place!
3 votes -
Vat box
When adding an invoice we can add an amount and make it either Vat inclusive or exclusive using the drop down box.
Currently this box is on the left side of the invoice layout..why not have it on the right next to the total box as it was in classic view?
It would be more user friendly!1 vote -
New invoicing copy and merge
In old invoicing, when you used Copy and Merge into a new invoice, it kept each of the original invoice's items together in order, including the first line description. In the new Invoicing, it groups together all of the like items from each invoice which is incorrect. This needs to be addressed.
2 votesHi Lisa, it'd be good to get a closer look at some of the invoices you've copied and merged from and to, so we can get a better look at what's going on for you here.
I've just tested creating invoices with Copy and merge from the list view using the same inventory items, however these are created as separate lines on the new draft invoice.
If you can raise a case with our team of specialists through the Contact Xero Support option at the bottom of this page, they can get more detail to investigate and confirm.
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New invoicing - Classic Invoicing to remain default invoicing
I do not like new invoicing, so I want to KEEP to original invoicing for as long as I possibly can Until End of Feb, without having to manually scroll down to the bottom of the page everytime I log in and manually select original invoicing every time.
14 votes -
New Invoicing -Option to Add Multiple New Lines at once (5, 10, 15 or 20)
When using Classic version of invoicing, there was an option to Add a new line and then a drop down option to Add 5, Add 10, Add 20 lines.
In the New version of invoicing, this option seems to have disappeared?
Please provide this option if this has not already been provided. I can only seem to add a new line after entering the first line of information.
I found the Add 5 and Add 10 lines really helpful when I'm copying similar job items down a list than having to tab across to get to the next line when…
8 votes -
AU Payroll - Auto amend ABA date for back dated payroll
auto amend the ABA date to the current date for back dated payrolls
4 votes -
einvoicing
Does eInvoicing work with Hubdoc?
2 votes -
Bank Reconciliation - Add an approval process
Ability to request approval for bank reconciliation and upload the bank statement
1 vote -
flitering hours based on work done on R&D
It would be wonderful if there is an option where employees can add R&D work hours in timesheet where the employers can filter the R&D hours separately for each employee
2 votes -
Automatic Cost Centre Defaults for Recurring Expenses
It would be very helpful to set default account codes and cost centres for recurring monthly expenses. Currently, for a monthly subscription, we have to manually create a new expense and enter the Expenditure Type, Project Codes, and Account details each time—despite these remaining the same every month. Could you please enable the option to configure these cost centres directly through the Contact, so they automatically populate each time? This would greatly reduce the administrative burden.
This is for the web, not phone app.
2 votes -
New invoicing - Retain formatting and special characters in Contact 'To' field
It's good to see you have extended the period before removing classic invoicing because I still need to revert to classic for certain features that are missing from the new system, namely:
- The ability to copy invoices to Bills and PO's - this is an important feature that I use regularly
- Send invoices via Xero network - again this is a feature that has been useful especially for invoicing between subsidiaries.
- Save and continue feature, I don't like the auto save feature because it continues to update the history and notes while I am still adding details to the invoice…
3 votesAppreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
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Invoicing - Move Delete Button
Is it possible to move the delete button away from approve button in Sales Overview.
When approving invoices, have too be very careful with delete button right beside approve.Cheers
Gene4 votes -
New Invoicing - Include org name in PDF document name
New Invoicing - have the document name of invoice include who it is from.
PDF will show INV-02335OrangeCross.pdf
INV-[inv number]_[organization ref max 10char].pdfGreat for me as an exporter of invoices but more importantly as an importer
2 votes
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